Direct Sales Representative - Mombasa

About the role

The Direct Sales Representative will drive growth for SBM Bank by acquiring new retail customers and promoting consumer banking products. The role focuses on prospecting, onboarding, and maintaining relationships with corporate scheme customers.

Key responsibilities

• Identify and prospect retail opportunities, visit and onboard new customers for the signed‑up scheme companies (60%).
• Sell and cross‑sell assigned consumer banking products, generate quality leads and follow up to convert them into sales.
• Participate in product campaigns, meet weekly, monthly and quarterly sales targets.
• Ensure compliance with account opening documentation and coordinate with the Account Management Unit.
• Maintain relationships with key contacts, provide regular service visits, and update scheme portfolio records (30%).
• Minimize customer attrition by addressing queries, handling complaints within TAT, and following escalation procedures (10%).

Required profile

• Excellent understanding and interpretation of financial information.
• Working knowledge of bank products and services.
• Good grasp of banking industry trends, regulations, processes and SOPs.
• Sales experience in banking or financial services.
• Minimum Certificate with at least 3 years banking sales experience, or Diploma/Bachelor’s degree with at least 1 year banking sales experience.

Required skills